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广发期货：负反馈和复产压力之下，PTA预期估值持续承压_我的网站

A |     下游聚酯在原料价格波动较大、原料缺乏、终端偏弱等原因下持续低负荷，并在利润压力之下进一步降负带来负反馈。

B |     PARIS -- The Louvre Museum in Paris and Versailles Palace evacuated visitors and staff Saturday after receiving bomb threats. The government has put France on high security alert after a fatal school stabbing by a suspected extremist.The Louvre communication service said no one was hurt and no incident was reported. Paris police said officers searched the museum after it received written bomb threats.The former royal palace at Versailles also received bomb threats, a national police spokesperson said. The palace and its sprawling gardens were being evacuated while police examine the area, the spokesperson said.Alarms rang out through the Louvre, a vast space also in a former royal palace Paris overlooking the Seine River, when the evacuation was announced, and in the underground shopping center beneath its signature pyramid.Police cordoned off the monument from all sides, and the underground access, as tourists and other visitors streamed out. Videos posted online showed people leaving, some hurriedly and some stopping to take photos, others apparently confused about what was happening.The French government raised the threat alert level and is deploying 7,000 troops to increase security after Friday's school attack. French authorities say a former student suspected of Islamic radicalization killed a teacher and wounded three other people before being captured.The government is also concerned about fallout in France from the war between Israel and Hamas.The Louvre, home to masterpieces such as the Mona Lisa, welcomes between 30,000 and 40,000 visitors per day.。短期检修重启有所推迟，且库存下降至低位，导致基差持续走强，但8月底原料PX和PTA负荷预期上升至高位，叠加需求端较往年同期仍偏弱，且对后期需求的恢复高度预期偏谨慎，9月后供需格局开始转弱。PTA现货加工费短期持续偏强，盘面加工费预期压缩，但今年供需格局改善，下方有一定支撑，因此压缩空间有限。

C | 整体看，目前PTA基本面维持近强远弱格...。

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Published on:04:04:40